Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EDOC 4.25%
2 HEAL 4.21%
3 BKIV 3.60%
4 FDHT 2.42%
5 EKG 1.92%
6 XHE 1.78%
7 PTH 1.61%
8 HTEC 1.55%
9 LGHT 1.38%
10 ROBO 1.36%
11 FRTY 1.33%
12 MMSC 1.09%
13 FDLS 1.02%
14 SCDS 0.95%
15 FMED 0.94%
16 MEDI 0.83%
17 GDOC 0.78%
18 KOMP 0.70%
19 IHI 0.69%
20 AFSM 0.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.24M (10.19%) 127.47K
Increased by +3.94%
Jun 30, 25
2 Sands Capital Management, LLC 2.92M (9.18%) -100.68K
Decreased by -3.45%
Jun 30, 25
3 BlackRock Inc 2.75M (8.66%) 46.29K
Increased by +1.68%
Jun 30, 25
4 Artisan Partners Limited Partnership 2.74M (8.63%) -73.44K
Decreased by -2.68%
Jun 30, 25
5 Capital Research Global Investors 1.51M (4.75%) -695.76K
Decreased by -46.17%
Jun 30, 25
6 AllianceBernstein L.P. 1.21M (3.82%) -55.42K
Decreased by -4.57%
Sep 30, 24
7 Holocene Advisors, LP 1.04M (3.28%) 124.02K
Increased by +11.89%
Jun 30, 24
8 State Street Corp 868.52K (2.74%) -49.16K
Decreased by -5.66%
Jun 30, 25
9 LTS One Management LP 774.75K (2.44%) -130.25K
Decreased by -16.81%
Sep 30, 23
10 State Street Corporation 769.23K (2.42%) -8.29K
Decreased by -1.08%
Mar 31, 24
11 Geode Capital Management, LLC 767.34K (2.42%) 16.97K
Increased by +2.21%
Jun 30, 25
12 Blair William & Co 739.33K (2.33%) -50.67K
Decreased by -6.85%
Jun 30, 25
13 BNP Paribas Investment Partners SA 734.62K (2.31%) -145.19K
Decreased by -19.76%
Jun 30, 25
14 Mackenzie Investments 729.81K (2.30%) -426.14K
Decreased by -58.39%
Jun 30, 25
15 Morgan Stanley - Brokerage Accounts 709.01K (2.23%) 338.82K
Increased by +47.79%
Jun 30, 24
16 Eventide Asset Management, LLC 691.57K (2.18%) -48.49K
Decreased by -7.01%
Jun 30, 25
17 Amvescap Plc. 685.72K (2.16%) 101.72K
Increased by +14.83%
Jun 30, 24
18 Champlain Investment Partners, LLC 661.23K (2.08%) -161.56K
Decreased by -24.43%
Jun 30, 25
19 Westfield Capital Management Company, L.P. 617.08K (1.94%) -148.18K
Decreased by -24.01%
Mar 31, 25
20 UBS Asset Mgmt Americas Inc 607.65K (1.91%) -295.43K
Decreased by -48.62%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sands Capital Global Growth Equity 2.65M (8.35%) -96.08K
Decreased by -3.63%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 1.01M (3.17%) 68.62K
Increased by +6.81%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.01M (3.17%) -26.84K
Decreased by -2.67%
Jul 31, 25
4 Canada Life US Small-Mid Cap Growth A 1.00M (3.16%) -41.02K
Decreased by -4.09%
Jan 31, 25
5 American Funds SMALLCAP World A 793.70K (2.50%) -700.00K
Decreased by -88.19%
Jun 30, 25
6 Vanguard Small Cap Index 774.60K (2.44%) -5.98K
Decreased by -0.77%
Jul 31, 25
7 iShares Russell 2000 ETF 770.00K (2.43%) 0.00
Increased by 0.00%
Aug 31, 25
8 American Funds New Economy A 625.22K (1.97%) 0.00
Increased by 0.00%
Jun 30, 25
9 Capital Group New Economy Comp 625.22K (1.97%) 0.00
Increased by 0.00%
Jun 30, 25
10 Artisan Mid Cap Investor 623.38K (1.96%) -28.10K
Decreased by -4.51%
Jun 30, 25
11 Artisan U.S. Mid-Cap Growth 623.38K (1.96%) -28.10K
Decreased by -4.51%
Jun 30, 25
12 Canada Life US Small-Mid Cap Growth F 551.66K (1.74%) -31.05K
Decreased by -5.63%
Jun 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 492.23K (1.55%) 4.58K
Increased by +0.93%
Jun 30, 25
14 Eventide Gilead N 464.25K (1.46%) 0.00
Increased by 0.00%
Jun 30, 25
15 Sands Capital Global Growth A USD Acc 459.61K (1.45%) -140.94K
Decreased by -30.66%
Jul 31, 25
16 Vanguard Small Cap Growth Index Inv 435.81K (1.37%) -1.56K
Decreased by -0.36%
Jul 31, 25
17 Bridge Builder Small/Mid Cap Growth 434.83K (1.37%) 3.29K
Increased by +0.76%
Aug 31, 25
18 JPM Global Healthcare C (acc) USD 419.61K (1.32%) 0.00
Increased by 0.00%
Jan 31, 24
19 CS (Lux) Digital Health Equity SB USD 415.00K (1.31%) 0.00
Increased by 0.00%
Feb 29, 24
20 Stephens SMID Select Growth 399.41K (1.26%) 25.49K
Increased by +6.38%
Jun 30, 25